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My mom recently passed away. I was her representative payee
Hi, my mom recently passed away. I was her representative payee for her Social Security checks. What I am reading on the SS website is that if the beneficiary passes away all saved money must be given… read more
RayAnswers
RayAnswers
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I am a divorced spouse of deceased husband. I am listed as
I am a divorced spouse of deceased husband. I am listed as beneficiary on Chase bank account in NJ. Deceased dept at Chase is saying that the money goes to me. I have read that divorce statutes in NJ … read more
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Deceased mother's estate is very small, approximately $5000.
deceased mother's estate is very small, approximately $5000. In her will I'm named as her beneficiary for her checking account money ($5000). … read more
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I recently lost a dear friend. I was her financial power of
I recently lost a dear friend. I was her financial power of attorney as well as her health power of attorney. My name was on her bank account and at the time we set that up we assumed that I was on th… read more
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I'm adm of my sister's estate of $8,700.00 from an IRA she
Hi, I'm Pat. I'm adm of my sister's estate of $8,700.00 from an IRA she had w/no bebeficiary, no kids or spouse. I personally paid $8,500 for her funeral expenses & still owe funeral home $2,6188. Als… read more
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RayAnswers
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Let's say you are an affiliate in an affiliate program
Let's say you are an affiliate in an affiliate program (internet marketing) that makes one million dollars a year and you wish to set up a similar program under an irrevocable trust. As the affiliate … read more
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RayAnswers
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I was the beneficiary on my brothers IRA and savings
I was the beneficiary on my brothers IRA and savings account.... I closed them and moved the money to my account. I didn't want family to know I received the money. Another family member called the ba… read more
Attorney2020
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If i need to add a bank account to a trust document, but i
If i need to add a bank account to a trust document, but i need to have the trust documents to open the accounts in the trusts name, how do i do that? Do i just not add any back accounts other than 40… read more
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I want to try and ask this with as short a question and explanation
I want to try and ask this with as short a question and explanation as possible. I am Vicki Padgett, I am the ex-wife of Deceased Manchester--Chuck--Padgett. I was also his full time care taker for th… read more
LegalGems
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I need advice from someone who knows New York estate law. My
I need advice from someone who knows New York estate law. My father passed away intestate. He had a bank account with about $14K in (social security that kept on coming to the account while he was in … read more
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Do I need an EIN - Employer Identification Number? My Dad
Do I need an EIN - Employer Identification Number? My Dad Died in December 2011 without a Will. My Mom currently resides in a skilled nursing facility. My Mom and Dad where married and lived in Washin… read more
Legalease
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Doctor of Law w/ highest honors
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My brother recently passed away with no physical assets. He
My brother recently passed away with no physical assets. He has an insurance policy worth approx. 4,500 which they say should bo into probate. It is the only think of value he had. Do we need to set u… read more
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My wife died and had three credit cards in her name two I knew
My wife died and had three credit cards in her name two I knew about and one I didn't know about and am challenging since I did not find any related credit cards for that bank in her posessions. She d… read more
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My Grandmother recently passed away. She had been in a nursing
My Grandmother recently passed away. She had been in a nursing home and on Medicaid for many years. She has no assets except her Trust Account at the nursing home. The nursing home sent me a check for… read more
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my mother is soon to pass away....I have her home in a trust
my mother is soon to pass away....I have her home in a trust with me and my 2 brothers as beneficiary. my mother also has 4 bank accounts with approx $150,000 total....What is the best way to make sur… read more
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My father recently died without a will. His major asset is
My father recently died without a will. His major asset is his home valued at approx. $170,000. He has about $75,000 in mortgage, credit card and medical debt. My brother and I (only children--he's di… read more
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Hi This is a New York question. I have an Aunt in her 70s
Hi This is a New York question. I have an Aunt in her 70's Her main asset is her home with equity around $300,000. One son who does not live there. For Medicaid planning purposes would it be wise to d… read more
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If I am named as a co-owner of my mothers checking and savings
If I am named as a co-owner of my mother's checking and savings account. I have the same rights that she has. She passes on. My understanding is those accounts are part of the estate, even though I am… read more
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DISCLAIMER: Answers from Experts on JustAnswer are not substitutes for the advice of an attorney. JustAnswer is a public forum and questions and responses are not private or confidential or protected by the attorney-client privilege. The Expert above is not your attorney, and the response above is not legal advice. You should not read this response to propose specific action or address specific circumstances, but only to give you a sense of general principles of law that might affect the situation you describe. Application of these general principles to particular circumstances must be done by a lawyer who has spoken with you in confidence, learned all relevant information, and explored various options. Before acting on these general principles, you should hire a lawyer licensed to practice law in the jurisdiction to which your question pertains.

The responses above are from individual Experts, not JustAnswer. The site and services are provided “as is”. To view the verified credential of an Expert, click on the “Verified” symbol in the Expert’s profile. This site is not for emergency questions which should be directed immediately by telephone or in-person to qualified professionals. Please carefully read the Terms of Service (last updated February 8, 2012).

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